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Update current rtf asset in Enterprise Forms Template

Update current rtf asset in Enterprise Forms Template

Description of Issue

Need to update information on current rtf file.

Context
  • Munis
  • Enterprise Forms
  • Template
  • ReadyForms
  • Asset
  • rtf file
Cause

Update current file instead of creating new one.

Resolution

To download the current rtf file from the Template do the following:

  1. Navigate to Tyler Menu > ReadyForms >ReadyForms Administration
  2. Locate the template that needs to be updated
  3. Click on the Template to open the configuration screen
  4. On the top-right click on the arrow to Export the Template. It will download a zip file
  5. Unzip the file and go to the Asset folder
  6. Right-click on the rtf file open with: Wordpad
    1. Do not use Microsoft Word neither Notepad or Notepad++
    2. Enter desired information onto page
    3. Information has to manually be entered in WordPad. Copy and Paste can cause issues
    4. Format address as desired for font style and size
    5. File > Save As > Rich Text Format (*.rtf)
    6. Name the file and click Save
  7. Go to the Template in ReadyForms Administration
  8. Click on the Form Design tab
  9. Drag and drop the new rtf file in the asset area as current rtf is located.
  10. Save the Template.





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